00:00as the ai semiconductor market grows japan's semiconductor equipment companies
00:04are happy with that there are even forecasts that tokyo electron japan's largest equipment maker
00:10will see its operating profit exceed 1 trillion yen for the first time this year
00:16however it's not just because they're making more ai chips hbm and gpus are becoming increasingly
00:23complex which means the semiconductor processes themselves are expanding machining stacking
00:28attaching and inspection in fact the operating profit of hbm inspection equipment maker advent
00:36test has grown by about three times in just three years ultimately as ai investment grows the
00:42benefits extend not only to chip makers like nvidia but also to the equipment companies that produce
00:47those chips on top of that with large-scale ai data centers investments getting underway in japan as
00:54well equipment demand could increase even further
00:57you
